See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,146 | $76,367-44.8% | $93,606-55.0% | $72,985-42.3% |
| Participation rate | 92.1% | 71.7%+20.4pp | 75.8%+16.3pp | 69.5%+22.6pp |
| Annual return | 22.84% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $5,939 | $2,275+161.0% | $2,718+118.5% | $2,440+143.4% |
| Participant deferral / active EE | $7,759 | $3,538+119.3% | $4,069+90.7% | $3,607+115.1% |
| Admin fee / account holder | $9,214 | $6,838+34.7% | $7,888+16.8% | $5,124+79.8% |